PI
JBTM

Putnam Investments’s JBT Marel JBTM Stock Holding History

Putnam Investments’s Portfolio JBTM Stock Details JBTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-49,297
Closed -$7.57M – 1277
2021
Q4 		$7.57M Buy
49,297
+1,143
+2% +$179K 0.01% 443
2021
Q3 		$6.77M Buy
48,154
+9,905
+26% +$1.42M 0.01% 457
2021
Q2 		$5.46M Buy
+38,249
New +$5.34M 0.01% 500
2019
Q1 		– Sell
-26,246
Closed -$1.88M – 987
2018
Q4 		$1.88M Sell
26,246
-83,142
-76% -$7.37M 0.01% 651
2018
Q3 		$13.1M Buy
109,388
+8,911
+9% +$969K 0.03% 333
2018
Q2 		$8.93M Buy
100,477
+7,424
+8% +$724K 0.02% 393
2018
Q1 		$10.6M Buy
93,053
+47,015
+102% +$5.38M 0.02% 360
2017
Q4 		$5.1M Buy
46,038
+9,705
+27% +$1.06M 0.01% 512
2017
Q3 		$3.67M Hold
36,333
– – 0.01% 591
2017
Q2 		$3.56M Buy
+36,333
New +$3.23M 0.01% 606

Other funds holding JBTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return